The February 2018 editions of the World Fab Forecast, World Fab Watch, Opto/LED Fab Watch, and the Opto/LED Fab Forecast databases have been published and are available now. The following highlights are from our World Fab Forecast database:

Key Points:

Fab Equipment Spending

Equipment spending (new and used) for 2018 is expected to increase by 9% for a record high of US$60 Billion, up from the 11% (US$63 Billion) forecast issued in November 2017

Equipment spending (new and used) for 2019 is expected to increase by 5%, thus reaching another record high of US$64 Billion

Installed Capacity

3D NAND will have the most capacity added in both 2018 and 2019 with 48% growth in 2018 and 27% growth in 2018

Foundry capacity will increase 5%, respectively in 2018 and 5% in 2019

New Facilities / Construction Spending

In 2018 there are 56 construction projects with investments totaling just US$15 Billion (17% YoY)

Construction spending will reach all-time highs with China continuing its lead at US$7 Billion in 2018 and over US$3 Billion in 2019 shattering another record; the previous regional record was held by Korea at US$3 billion

Most construction spending in 2018 will be for Memory (just under US$9 Billion), primarily for 3D NAND followed by DRAM. Second in construction spending is Foundry (US$5 Billion)

Activity Report

We have made 196 changes on 1173 listings, which includes 15 new and existing records (new and existing) since the November 2017 World Fab Forecast report

The Febraury report has 1,233 records including about 300 Opto & LED related facilities

We are tracking 82 future facilities/lines with various probabilities which will start volume production in 2018 or later

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